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4695 Macarthur Court Suite 1500, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-05-27 |
| CA | RA | APPROVED | 2025-05-22 |
Branch Locations
4695 Macarthur Court Suite 1500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Los Angeles | CA | 09/2022 | 03/2025 |
| Men's Health Foundation | West Hollywood | CA | 10/2019 | 07/2021 |
| Secal Amend Sicherheitstechnik Gmbh | Wiesbaden | 07/2015 | 08/2018 | |
| Stretchlab | Los Angeles | CA | 09/2018 | 09/2022 |
| Whittier Advisors, Llc | Los Angeles | CA | 03/2025 | Present |
| Foreside Funds Distributors Llc | Los Angeles | CA | 05/2025 | Present |
Whittier Advisors, LLC; Investment Related; Registered Representative; Los Angeles, California; 03/2025; Senior Client Service Associate; Serve as a primary point of contact for clients regarding administrative and operational inquiries; 160 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-14 |
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